+208.8%
WELL vs TE
-43.0%
+251.8%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.0% | +2.4% | -0.5% |
| 7D | -1.1% | +15.0% | -16.1% | -1.4% |
| 30D | +0.7% | -7.5% | +8.3% | +0.8% |
| 3M | +14.5% | -42.0% | +56.5% | +15.4% |
| 6M | +14.4% | -31.4% | +45.8% | +14.0% |
| YTD | +28.5% | -26.5% | +55.0% | +27.2% |
| 1Y | +41.8% | +153.1% | -111.3% | +33.4% |
| 3Y | +202.8% | -20.7% | +223.5% | +198.4% |
| 5Y | +208.8% | -45.4% | +254.3% | +209.6% |
| All | +208.8% | -43.0% | +251.8% | +209.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded TE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling